Mohit Shah
Tottenham,ON
Summary
Detail-oriented Accounting Manager with over 5 years of progressive experience in legal accounting and law firm financial operations. Extensive expertise in trust accounting, billing, AR/AP, payroll, HST compliance, reconciliations, and audit preparation. Highly proficient in Soluno, PC Law, Cosmolex, QuickBooks, Ceridian PowerPay. Known for maintaining strict compliance with LSO and CRA regulations while improving cash flow, reporting accuracy, and operational efficiency.
Overview
7
7
years of professional experience
Work History
Accounting Manager
Glaholt Bowles LLP
Toronto, Canada
07.2025 - 02.2026
- Processed Accounts Receivable reports from Soluno, converted data into Excel, analyzed aging reports, and followed up with clients for outstanding balances to improve collections.
- Finalized client billings in Soluno by reviewing prebills, making necessary adjustments, and coordinating approvals with partners and lawyers to ensure timely invoicing.
- Calculated HST and prepared, filed, and remitted monthly HST returns, ensuring payments were made before CRA due dates.
- Processed payroll using Ceridian (PowerPay), including setting up new hires, issuing Records of Employment (ROEs), calculating bonuses, and reconciling payroll reports.
- Opened and maintained new matters and client contacts in Soluno, ensuring accuracy and compliance with firm and Law Society requirements.
- Facilitated resolution of invoice inquiries and followed up with clients on outstanding payments to enhance collection efforts.
- Posted and processed partner and lawyer reimbursements with proper general ledger coding.
- Processed Accounts Payable by posting invoices and making payments before due dates via EFT, wire transfers, and credit cards using TD EasyWeb.
- Processed and posted trust deposits and completed EFT and wire transactions through TD Commercial Banking in compliance with LSO trust accounting rules.
- Transferred funds between trust and operating accounts, including CAD Trust to USD Trust transfers.
- Performed monthly reconciliations of Trust, General, and Credit Card accounts, identifying and resolving discrepancies.
- Prepared month-end financial reports including AR aging, trust balances, and cash flow summaries for management review.
- Supported CRA and LSO audits by preparing documentation, reconciliations, and responding to audit inquiries.
- Strengthened internal controls and streamlined billing, accounts receivable, and reconciliation processes to enhance accuracy and compliance.
Assistant Accounting Manager
Bogoroch and Associates LLP
Toronto, Canada
05.2023 - 07.2025
- Managed Accounts Payable and Accounts Receivable processes, ensuring accurate and timely processing of transactions.
- Oversaw budgeting and forecasting activities, identifying cost reduction opportunities and enhancing operational efficiency.
- Collaborated with senior management and partners to provide financial insights and decision-making support.
- Assisted in the preparation, analysis, and interpretation of financial statements and management reports.
- Performed regular reconciliations of trust bank accounts, general bank accounts, and credit card statements.
- Prepared journal entries and maintained the general ledger to ensure accurate financial reporting.
- Assisted in preparing documentation and supporting schedules for internal and external audits.
- Participated in audit processes and implemented audit recommendations to improve internal controls.
- Utilized PC Law to manage financial transactions, billing, trust accounting, and reporting.
- Worked with legal software including ACL5, TimeMatters, and Primafact to streamline accounting operations.
- Created advanced Excel spreadsheets for financial analysis, reconciliations, and reporting.
- Identified workflow inefficiencies in accounting processes and implemented targeted improvements.
- Automated repetitive accounting tasks, increasing efficiency and ensuring greater accuracy in financial reporting.
- Managed the full billing cycle including reviewing prebills, calculating fees and disbursements, and finalizing invoices.
- Reviewed and adjusted billing entries, reconciled discrepancies, and provided clear billing breakdowns to clients.
- Managed special financial projects including cost analysis and financial forecasting.
- Coordinated with cross-functional teams to complete financial projects within deadlines.
Associate
Accounting for Law
Pickering, Canada
08.2021 - 04.2023
- Posted trust cheques, transfers, EFTs, wire deposits, and receipts, ensuring accuracy and compliance with regulations.
- Opened new matters and maintained accurate client and file records in legal accounting systems.
- Prepared Form 9A to facilitate trust transfers, adhering to Law Society requirements.
- Generated vendor invoices based on statements of account and processed billing and payments.
- Posted Teraview charges including Land Transfer Tax and registration fees using Teraview activity reports.
- Reconciled trust and general bank accounts and generated month-end reconciliation reports.
- Reviewed and resolved bank errors, uncleared deposits, and outstanding cheques, improving account accuracy.
- Entered and reconciled credit card expenses and allocated transactions to appropriate GL accounts.
- Ensured Accounts Payable and Accounts Receivable were up to date on a monthly and quarterly basis.
- Prepared, filed, and reviewed HST reports on monthly, quarterly, and annual basis.
- Filed and reviewed payroll source deductions and calculated CPP and EI expenses.
- Reviewed month-end and year-end reports including Trial Balance, General Ledger, Income Statement, and Balance Sheet.
- Posted adjusting journal entries based on accountant instructions.
- Ensured month-end, year-end, CRA, and LSO filings were completed accurately and on time.
Bookkeeper
Accounting 4 Lawyers
Etobicoke, Canada
08.2019 - 08.2021
- Maintained accurate bookkeeping records for multiple law firm clients, ensuring compliance and financial integrity.
- Reconciled trust bank accounts and general bank accounts monthly.
- Processed expense recoveries and client disbursements, facilitating timely reimbursements for clients.
- Created vendor invoices and entered bills into accounting systems.
- Managed client communications and follow-ups regarding accounting matters, enhancing client relationships and satisfaction.
- Utilized legal accounting software including PC Law, Cosmolex, QuickBooks, and ESILaw.
- Assisted with training and onboarding of new team members.
- Supported digitization and organization of physical accounting files.
Education
Post Graduate Diploma in International Business Management - Management And Accounting
Mohawk College of Applied Arts And Technology
Hamilton, Ontario09-2018
Bachelor’s in Commerce in Economics & Accounting - Economics And Accounting
Gujarat University
Ahmedabad, India04-2016
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Skills
- Legal & Trust Accounting (LSO Compliance)
- HST & Tax Compliance
- Accounts Receivable & Collections
- Accounts Payable
- Billing & Pre-bills
- Payroll Processing & ROEs
- Month-End & Year-End Close
- Bank & Trust Reconciliations
- Audit Support (CRA & LSO)
- Cash Flow Management
- Financial Reporting
- Process Improvement
- Excel (Advanced)
- Soluno
- PC Law
- Cosmolex
- QuickBooks
- Ceridian PowerPay
Timeline
Accounting Manager
Glaholt Bowles LLP
07.2025 - 02.2026
Assistant Accounting Manager
Bogoroch and Associates LLP
05.2023 - 07.2025
Associate
Accounting for Law
08.2021 - 04.2023
Bookkeeper
Accounting 4 Lawyers
08.2019 - 08.2021
Post Graduate Diploma in International Business Management - Management And Accounting
Mohawk College of Applied Arts And Technology
Bachelor’s in Commerce in Economics & Accounting - Economics And Accounting
Gujarat University